See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,529 | $25,014-85.9% | $69,647-94.9% | $80,856-95.6% |
| Participation rate | 77.3% | 64.2%+13.0pp | 66.5%+10.8pp | 67.6%+9.6pp |
| Annual return | 17.65% | 19.07%-1.4pp | 100.48%-82.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $861 | $993-13.3% | $1,712-49.7% | $2,755-68.7% |
| Participant deferral / active EE | $1,718 | $1,839-6.6% | $2,886-40.5% | $4,296-60.0% |
| Admin fee / account holder | $155 | $2,488-93.8% | $4,713-96.7% | $6,918-97.8% |